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ABC Financial Coaching Worksheet Master File V4

The document is a financial coaching worksheet that collects an individual's personal and financial details. It gathers information such as name, age, income, expenses, assets, debts, insurance coverage, children's education funding needs, and recommends limits for expenses and amounts needed for protection, investing, and cash flow. The worksheet is used to analyze a person's current financial situation and develop a plan to meet their future financial goals.

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kap
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353 views9 pages

ABC Financial Coaching Worksheet Master File V4

The document is a financial coaching worksheet that collects an individual's personal and financial details. It gathers information such as name, age, income, expenses, assets, debts, insurance coverage, children's education funding needs, and recommends limits for expenses and amounts needed for protection, investing, and cash flow. The worksheet is used to analyze a person's current financial situation and develop a plan to meet their future financial goals.

Uploaded by

kap
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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FINANCIAL COACHING WORKSHEET

Financial Coach:
Registered Financial Planner |
Facebook: | Cell: | Email:

Date Current Age


Name Peak Age
Email Working Years Lef
Contact No. Monthly Net Income

YOUR LIFESTYLE
Operating Activities Investing Activities
Description Cost Description

10,000.00
Minimum Amount Needed

TOTAL Php10,000.00
% of Monthly Income Cash Flow Summary
Recommended Limit Operating Activities
Unused Allocation Php0.00 Investing Activities
Amount Exceeding Limit Php0.00 Financing Activities

YOUR WEALTH
PROTECTION REQUIREMENT ASSETS
Insurance Coverage Amount Banks Balance
Recommended Php0.00
Company insurance
Life insurance 1
Life insurance 2
Life insurance 3
Life insurance 4 Total Php0.00
Total Php0.00

1
Insurance Gap Php0.00 DEBTS

Critical Illness Coverage Amount


Recommended Php2,000,000.00
Actual
Critical Illness Gap -Php2,000,000.00 Total Php0.00

CHILDREN’S EDUCATION FUND


Name Age University Current Tuition Tuition by age 18
Php0.00
Php0.00
Php0.00
Php0.00

NOTES & REMINDERS

2
HING WORKSHEET

Current Age
Peak Age 60
Working Years Lef
Monthly Net Income Future Value Php0.00

YOUR LIFESTYLE
Investing Activities Financing Activities
Description Cost Description Cost

TOTAL Php0.00 TOTAL Php0.00


% of Monthly Income % of Monthly Income
Minimum Amount Needed Recommended Limit
Amount Not Invested Amount Exceeding Limit Php0.00

Cash Flow Summary Your Magic Number


rating Activities
sting Activities
ncing Activities
Php0.00
YOUR WEALTH
ASSETS Total Life Insurance
Balance Assets Value
Php0.00

Total Education Fund


Php0.00
Php0.00 Total Php0.00
Total Emergency Fund

3
DEBTS Emergency Fund
Php0.00
Requirement Amount
Minimum Php0.00
Maximuim Php0.00 Total Critical Illness Fund
Actual
-Php2,000,000.00
Php0.00 Minimum EF Gap Php0.00

Total Assets
Php0.00
Tuition by age 18 Education Fund Needed
Php0.00 Php0.00
Php0.00 Php0.00 Estimated Gross Estate Tax
Php0.00 Php0.00
Php0.00
Php0.00 Php0.00

4
Php0.00

ctivities
Cost

Php0.00

Php0.00

Number

.00
al Life Insurance
Php0.00

l Education Fund
Php0.00

Emergency Fund

5
Php0.00

Critical Illness Fund


hp2,000,000.00

Total Assets
Php0.00

ted Gross Estate Tax


Php0.00

6
Table 2

7
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